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Managing roles within PeopleHR Evo

How can I manage employees roles within PeopleHR Evo.

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Written by Joshua Shooter

To ensure employees have the right access to the products they need, you will need to check their roles are properly managed across Access Evo.

Set up the roles for employees

πŸ“ŒNote: You will need Workspace admin rights to make these changes.

  1. Click the Members tab then select the relevant employee.

  2. Click the three dot menu then select Manage Roles.

  3. Choose one of the relevant options below.

    • No Access: The user will not be able to access the product.

    • Administrator: The user will have administrator rights for the product.

    • User: They will have default access to the product.

  4. Click Save Changes.


Managing members in bulk

To manage members in bulk follow the steps below:

  1. Navigate to the members area then search for the members who you'd like to update.

  2. Select all relevant members then Click Add.

  3. Click Assign product role then select an appropriate product name.

  4. Click Assign then click Apply.

  5. Click Confirm then Close.

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